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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
2576
MRA Advisory Group
New Jersey
$897K -$126K -920 -12%
NCM
2577
Northside Capital Management
Oregon
$893K – – –
GIM
2578
Greylin Investment Management
Virginia
$893K +$6.85K +50 +0.7%
RG
2579
Renaissance Group
Kentucky
$891K -$105K -764 -10%
DG
2580
DMC Group
Alabama
$889K -$56.3K -411 -6%
PVM
2581
Palogic Value Management
Texas
$889K – – –
PWP
2582
Phillips Wealth Planners
Mississippi
$888K -$81.8K -597 -9%
WWC
2583
Waypoint Wealth Counsel
Georgia
$888K -$6.71K -49 -0.7%
PL
2584
Plancorp LLC
Missouri
$886K -$192K -1,398 -17%
WC
2585
Winmill & Co
New Hampshire
$886K – – –
PIC
2586
Portland Investment Counsel
Ontario, Canada
$884K – – –
APW
2587
Austin Private Wealth
Texas
$882K +$126K +920 +16%
CA
2588
CapWealth Advisors
Tennessee
$875K +$17.5K +128 +2%
V
2589
ViaWealth
Kansas
$874K +$1.78K +13 +0.2%
IIM
2590
InTrack Investment Management
Vermont
$874K +$444K +3,238 +91%
PIM
2591
Profit Investment Management
Maryland
$874K -$50.1K -366 -5%
TWM
2592
Thrive Wealth Management
Pennsylvania
$873K +$154K +1,121 +20%
HCPC
2593
Hamilton Capital Partners (Canada)
$873K +$671K +4,900 +272%
KWM
2594
Kolinsky Wealth Management
New Jersey
$873K +$39.2K +286 +4%
CFD
2595
Creative Financial Designs
Indiana
$869K -$181K -1,318 -17%
MSWM
2596
McGlone Suttner Wealth Management
Wisconsin
$867K +$48.4K +353 +6%
HVM
2597
Harvest Volatility Management
Connecticut
$865K -$97.3K -710 -10%
APW
2598
Aurora Private Wealth
New Jersey
$863K +$104K +762 +13%
BWP
2599
Balboa Wealth Partners
Arizona
$863K -$33.7K -246 -4%
SMWM
2600
Silvia McColl Wealth Management
California
$862K +$28.8K +210 +3%
102 103
104
105 106